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Highrise Integration
 

Excel Add-In for Highrise

Read, Write, and Update Highrise Data from Excel

The Highrise Excel Add-In is a powerful tool that allows you to connect with live Highrise account data, directly from Microsoft Excel. Use Excel to read, write, and update Accounts, Deals, Emails, People, Tasks etc. Perfect for mass imports / exports / updates, data cleansing & de-duplication, Excel based data analysis, and more!

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Your Highrise Data, Your Way!

The Excel Add-In for Highrise provides the easiest way to connect with Highrise CRM data. Users simply supply their credentials via the connection wizard to create a connection and can immediately begin working with live Highrise CRM tables of data. The Excel Add-In is completely self-contained; no additional software installation is required.

Bi-Directional Access To Live Highrise CRM Data From Excel

The Excel Add-In for Highrise is integrated with the Excel toolbar and ribbon, providing direct access to live data with a single click.

Easy-To-Use, Straightforward Configuration:

  1. Install the Add-In
  2. Login with User & Password
  3. Select Tables

Installing any of the Excel Add-Ins creates a new CData data access toolbar in Excel that users can access to connect to remote data. From the Excel toolbar, users can select any of the installed CData Add-Ins to configure a connection.

Select Tables and Columns

Once the data connection is configured, just specify the table and the Excel Add-In will populate a new Excel sheet with live Highrise CRM Data.

Highrise CRM Data With The Full Power of Excel

Perfect for mass imports / exports / updates, data cleansing & de-duplication, Excel based data analysis, and more!

  • Modify and delete Records.
  • Quickly export and backup data.
  • Operate on data with Charts and Pivot Tables.

Popular Excel Videos:

Connecting to Live Data Directly from Microsoft Excel

Download the Highrise Excel Add-In


Building custom dashboards & reports that connect with live Highrise data has never been easier. Download the CData Excel Add-In for Highrise now, and get connected.


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